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New Member
posted May 31, 2019 7:40:12 PM

I'm in my hsa area and it says if I inherited this account from a spouse answer no, the way this is worded has me confused

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1 Best answer
Level 15
May 31, 2019 7:40:14 PM

The TurboTax wording for this confuses everybody.  If you inherited the HSA from someone other than your spouse, answer Yes, otherwise answer No.

(If you were the beneficiary of your deceased spouse's HSA, the HSA is now treated as if you have always been the owner and is not treated as an inherited HSA.)

4 Replies
Level 15
May 31, 2019 7:40:14 PM

The TurboTax wording for this confuses everybody.  If you inherited the HSA from someone other than your spouse, answer Yes, otherwise answer No.

(If you were the beneficiary of your deceased spouse's HSA, the HSA is now treated as if you have always been the owner and is not treated as an inherited HSA.)

New Member
May 31, 2019 7:40:16 PM

Thank you 😃

Level 1
Jul 14, 2020 6:36:11 PM

I didn't inherit it from anyone. It's my HSA. Do I still answer no? (If intuit is reading these, they should fix the wording to be more clear.)

Expert Alumni
Jul 14, 2020 6:41:26 PM

Yes, answer "no" if you did not inherit it from anyone.